Senior Private Wealth Banker

BOK Financial
Houston, TX
Category Insurance
Job Description
BOK Financial Corporation is seeking a Senior Private Wealth Banker to manage a portfolio of commercial and individual loans, deliver Deposit Services, Investment management, Trust and Insurance services, and ensure ongoing financial health for high net-worth clients. The role involves strategy development, transaction execution, and relationship management.

Requirements

  • Complete Bachelor’s Degree in Finance or related field
  • 5-7 years of directly related experience in credit/banking and/or 8-10 years of equivalent education and experience
  • Knowledge of accounting principles and practices
  • Good knowledge of credit underwriting, documentation, loan policy and regulations
  • Strong communication skills
  • Knowledge of financial analysis
  • Excellent PC skills

Benefits

  • Industry-leading benefits
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